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Est. 2026The front page of wealth managementNew York

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RB SEC, Schwab, and Michael Kitces all improbably allied successfully to 'protect' sub-$1 billion RIAs by reclassifying them as 'small,' but move may create vulnerability – the Commission gained leverage to push firms to state registrationWT The Human in the Loop: AI Agents for Estate and Tax Planning with Danny Lohrfink of Wealth.comIN Elon Musk touts data centers in space at Baron Investment ConferenceIN Mercer Advisors, Osaic deepen AI bets with Arch and Nitrogen dealsWM Osaic's CW Advisors Announces 3 of 8 Planned Acquisitions This YearFP Passing the CFP retake — tips from second-time success storiesIN Why $66 billion mega-RIA Carson Group stays out of South FloridaWM Deals & Moves: Beacon Pointe Acquires RIA Focused on Airline WorkersFP Fees drive revenue growth as Edward Jones adds advisors, assetsIN LPL advisor, South Carolina state senator, elected to U.S. Congress
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters

17,210 firms manage $177.9 trillion

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 17201
    Mesirow Institutional Investment Management, Inc.Chicago, ILAsset managerAffiliated broker-dealerMesirow Financial, Inc., clears through National Financial Services (Fidelity), Pershing
    No custodian reported
    $0
  2. 17202
    Arctos Capital Partners AGZurich, SwitzerlandAsset manager
    No custodian reported
    $0
  3. 17203
    Dahab Associates IncBay Shore, NY · 90 clientsAsset manager
    No custodian reported
    $0
  4. 17204
    Third HarborCold Spring Harbor, NYAsset manager
    No custodian reported
    $0
  5. 17205
    Bernstein Institutional Services LLCNew York, NYBroker-dealer firmHybridAlliancebernstein Investments, Inc., BSG France S.A.
    No custodian reported
    $0
  6. 17206
    Espresso Capital Advisors Inc.Toronto, On, CanadaAsset managerAffiliated broker-dealerEspresso Capital EMD LTD.
    No custodian reported
    $0
  7. 17207
    Skyward Trading LLC2 clientsAsset manager
    No custodian reported
    $0
  8. 17208
    PerpetuityAsset manager
    No custodian reported
    $0
  9. 17209
    Ingot FinanceAsset manager
    No custodian reported
    $0
  10. 17210
    Coinedly LLCDover, DEAsset managerHybrid
    No custodian reported
    $0

RIAs by state